Brophy Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Brophy Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.54M	Buy	+27,767	New	+$2.45M	0.91%	21

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brophy Wealth Management's USMV Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024: 27,767 shares worth $2.54M. The stake represents 0.91% of the portfolio and ranks #21 among its holdings.

1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

Brophy Wealth Management held 27,767 shares of iShares MSCI USA Min Vol Factor ETF worth $2.54M as of Q3 2024.
iShares MSCI USA Min Vol Factor ETF was a new Brophy Wealth Management position in Q3 2024.
iShares MSCI USA Min Vol Factor ETF made up 0.91% of Brophy Wealth Management's portfolio in Q3 2024, its #21 holding.
1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.